Estate and Tax Planning Attorney in White Plains, NY: Kevin Matz & Associates, PLLC

Kevin Matz & Associates, PLLC Introduce

In a world of increasing financial complexity, planning for the future is more critical than ever, especially for New York residents with significant assets. The legal landscape surrounding estate planning, tax law, and wealth management is intricate and requires the guidance of a highly specialized professional. Kevin Matz & Associates, PLLC is a law firm dedicated to helping individuals and families in White Plains and the greater New York area navigate these challenges. This article is designed to provide a clear, factual, and informative overview of their services, location, and key features, helping local users understand why this firm is a trusted choice for their estate and tax planning needs.

Estate and tax planning is not a one-size-fits-all process. It requires a tailored approach that considers a client's unique financial situation, family dynamics, and long-term goals. Kevin Matz & Associates, PLLC specializes in these areas, offering expert counsel on everything from creating wills and trusts to implementing sophisticated asset protection strategies. The firm's expertise is particularly valuable in a high-tax state like New York, where effective planning can make a significant difference in preserving wealth for future generations. Our goal is to detail the firm's specific practice areas, highlight its convenient location in White Plains, and showcase the features that make it a welcoming and accommodating environment for clients. This guide is intended to be a factual resource, helping you make an informed decision when you need professional legal counsel for your wealth management and estate planning needs.

Whether you are establishing a will for the first time or are a high-net-worth individual with a complex portfolio, taking the first step to secure your financial future can feel daunting. This overview of Kevin Matz & Associates, PLLC is designed to simplify that process by offering a clear and transparent look at their practice. By focusing on public information, we hope to connect New Yorkers with the expert legal help they need to protect their assets and ensure their wishes are carried out with precision and care.

Location and Accessibility

Kevin Matz & Associates, PLLC is conveniently located at 50 Main St #230, White Plains, NY 10606, USA. This address places the firm in a prime and professional area within White Plains, making it easily accessible for clients throughout Westchester County and beyond. The location on Main Street is well-connected to major roads and public transportation, which is a significant convenience for clients. Being situated in a professional building helps to ensure a private and secure setting for all legal consultations, which is crucial when discussing sensitive financial matters.

A key aspect of the firm’s commitment to client care is its focus on accessibility. The office provides important accessibility features, including a wheelchair accessible parking lot and a wheelchair accessible restroom. The availability of accessible parking is particularly crucial, as it removes a potential barrier for clients with mobility challenges, ensuring they can safely and easily access the building. The on-site wheelchair accessible restroom adds to the comfort and convenience of all clients during what can be a lengthy consultation or meeting. These thoughtful amenities reflect a professional and inclusive approach to serving a diverse clientele.

To ensure that each client receives dedicated and focused attention, Kevin Matz & Associates, PLLC operates on an appointments recommended basis. It is advised to call ahead to schedule a consultation. This policy ensures that the legal team can be fully prepared for your visit and can dedicate uninterrupted time to understanding and addressing your specific legal needs. This system benefits both the client and the firm, leading to a more efficient and productive consultation. The combination of a central location and comprehensive accessibility features makes Kevin Matz & Associates, PLLC a practical and welcoming choice for legal services in New York.

Services Offered

Kevin Matz & Associates, PLLC provides a wide range of legal services with a strong and specialized focus on estate planning, tax law, and wealth management. Their expertise in these areas allows them to offer sophisticated and strategic guidance to high-net-worth individuals, families, and fiduciaries. The types of legal matters they handle include:

Tax and Estate Planning: This is the core of the firm's practice, helping clients develop comprehensive plans to manage and transfer their wealth. Services include:
- Wills and Trusts: Drafting and reviewing essential legal documents such as wills, revocable trusts, irrevocable life insurance trusts (ILITs), and dynasty trusts.
- Asset Protection Planning: Creating strategies to protect assets from creditors and other risks.
- Domestic and International Tax Planning: Advising clients on both domestic and international tax implications for their estates and investments.
- Estate and Gift Tax: Providing expert guidance on minimizing federal and New York state gift, estate, and generation-skipping transfer taxes.
- Death Tax Planning: Assisting clients in planning for and mitigating the impact of taxes on their estates after their passing.
Estate and Trust Administration and Litigation: The firm handles the legal processes that occur after a person's death. This includes:
- Trust and Estate Administration: Guiding fiduciaries through the process of administering an estate or trust, ensuring all legal requirements are met.
- Estate Litigation and Fiduciary Litigation: Representing clients in disputes over the validity of a will, the administration of an estate, or the actions of a fiduciary.
Tax Return Preparation: Assisting with the preparation of various tax returns related to estates and trusts, leveraging a deep knowledge of complex tax laws.
Financial Planning: Providing counsel on a range of financial matters that intersect with estate law, including life insurance and retirement planning.

The firm's specialized and interconnected services ensure that clients receive holistic and expert legal counsel for their wealth transfer and estate planning needs, from initial strategy to litigation if necessary.

Features / Highlights

The client experience at a law firm is shaped not only by the legal services provided but also by the professional features and amenities offered. Kevin Matz & Associates, PLLC provides several key highlights that distinguish their practice:

Wheelchair Accessible Parking Lot: This is a significant feature that ensures the firm is accessible to all clients, making a visit easier and more comfortable for individuals with mobility challenges.
Wheelchair Accessible Restroom: The availability of an accessible restroom provides added convenience and inclusivity, ensuring that clients are comfortable throughout their time at the office.
Appointments Recommended: This policy is a cornerstone of a personalized legal service. It guarantees that the attorney can dedicate focused, uninterrupted time to each client, leading to more thorough consultations and effective legal strategies. This practice shows respect for the client's time and a commitment to providing thorough counsel.
Specialized Expertise: The firm's exclusive focus on estate and tax planning for high-net-worth clients means that they are well-versed in the latest legal strategies, including the use of trusts and international tax planning.

Contact Information

For those in New York who are planning their estate or seeking legal guidance on wealth management, reaching out to a professional legal team is a crucial first step. You can contact Kevin Matz & Associates, PLLC at the following details:

Address: 50 Main St #230, White Plains, NY 10606, USA

Phone: (914) 682-6884

What is worth choosing

When selecting a legal professional to handle complex estate and tax planning, New York residents have many options. For those in White Plains and the surrounding areas, Kevin Matz & Associates, PLLC is a worthy choice for a number of compelling reasons. The most significant is their deep and specialized expertise. As a firm that focuses exclusively on domestic and international estate and tax planning, they possess a nuanced understanding of the unique challenges faced by high-net-worth individuals in a state with complex tax laws. This specialized knowledge is a considerable advantage and can be the deciding factor in preserving wealth for future generations. They are not a generalist firm; they are specialists dedicated to the sophisticated needs of their clients.

Furthermore, the firm’s commitment to client comfort and accessibility is a powerful reason to choose their services. The presence of a wheelchair accessible parking lot and restroom demonstrates a professional and considerate attitude toward all clients. This level of care helps to create a comfortable and less stressful environment for what can be a complex and sensitive process. The policy of recommending appointments ensures that every client receives personalized, one-on-one attention, which is essential for building a trusting and effective attorney-client relationship. This structured approach allows for thorough consultations and a well-prepared legal strategy.

In conclusion, the decision to work with a law firm that understands your specific needs is an investment in your financial future and peace of mind. Kevin Matz & Associates, PLLC offers a strong combination of specialized expertise, a client-centered approach, and a convenient local presence. Their focus on estate and tax planning, combined with a dedication to accessibility and personalized service, makes them a reliable and professional choice for anyone in New York looking for expert legal guidance to protect their assets and legacy. They provide not just legal counsel, but a partnership dedicated to a successful outcome, helping you navigate the complexities of estate law with confidence.